Method
The AI Workflow Boundary Matrix.
The boundary matrix turns vague AI ambition into explicit operating rules.
| AI role | Example |
|---|---|
| Read | Pull context from tickets, docs, CRM, PM tools, telemetry, or approved sources. |
| Classify | Tag urgency, topic, risk, routing need, exception type, or review class. |
| Draft | Prepare a response, summary, evidence packet, or review note. |
| Recommend | Suggest next-best action while preserving approval authority. |
| Execute | Only when explicitly allowed, reversible, logged, and bounded. |
| Prohibited | Anything unsafe, unapproved, customer-facing, regulated, irreversible, or outside policy. |
FAQ
Common buyer questions.
Why does the boundary matrix separate read, classify, draft, recommend, and execute?
Those roles carry different levels of risk. Reading and drafting can often be supervised safely, while recommendations and execution need stronger approval, logging, rollback, and system-of-record controls.
What belongs in the prohibited column?
Anything unsafe, unapproved, irreversible, customer-facing, regulated, outside policy, or capable of changing a system of record without the right authority belongs in the prohibited column.
Is the matrix only a governance artifact?
No. It should drive implementation. The matrix should map directly to tool permissions, approval paths, validation rules, logs, tests, and scorecard metrics.